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Job Description About Us: Novin Development is a leading affordable and mixed-income housing developer committed to creating quality, sustainable homes across the greater Bay Area. We are passionate about social responsibility, environmental sustainability, and increasing access to affordable housing for diverse income groups. From ground-up development to rehabilitation, our projects are thoughtfully designed to blend aesthetics, functionality, and community integration. We are seeking an experienced and detail-oriented Full Time Certified Payroll Specialist/ Bookkeeper to support our affordable housing construction projects throughout California. At Novin Development, we foster a close-knit team of thoughtful leaders, where all ideas are valued. We approach our work with the agility and energy of a start-up, backed by a strong value system. From the first shovel in the ground to the opening of our projects, our ultimate goal is to provide homes to those in need in the most innovative and efficient way possible. If you have a passion for leadership, a commitment to sustainable housing development, and a focus on client satisfaction, we would love for you to join our award-winning team. Hybrid remote/ Walnut Creek Office & Work From Home Tuesdays and Fridays Position Overview: This role is responsible for the construction bookkeeping and preparing and submitting certified payroll reports in full compliance with California Prevailing Wage, Department of Industrial Relations (DIR), and applicable federal requirements such as the Davis-Bacon Act. The ideal candidate will ensure our organization remains compliant while delivering timely and accurate reporting across multiple affordable housing developments funded by public agencies. This is a key compliance position in a mission-driven company committed to providing quality housing solutions to underserved communities. This role will have dual reporting to HR and Finance. Key Responsibilities: Certified Payroll • Prepare, review, and submit weekly certified payroll reports through the California DIR eCPR system for affordable housing construction projects., • Ensure compliance with California Prevailing Wage laws, Davis-Bacon Act, HUD, and other local, state, and federal wage determinations., • Track and maintain detailed records of worker classifications, wage rates, hours worked, fringe benefits, and apprenticeship ratios., • Collaborate with HR, project managers, subcontractors, and the accounting team to ensure accuracy in labor reporting and time tracking., • Conduct onboarding and compliance orientation for subcontractors and field teams regarding prevailing wage requirements., • Maintain organized and audit-ready certified payroll documentation for all affordable housing developments under contract., • Respond to requests from government agencies, auditors, general contractors, and funding partners regarding payroll documentation., • Stay current on changes in labor compliance laws relevant to affordable housing and public works construction., • You will be responsible for preparing regular financial reports (weekly, monthly and yearly), • Track expenses, budget, taxes, cash flow, receipts and other financial dealings of company, • Obtain primary financial data for accounting records, • Monitor accounts payable and receivable, • Reconcile checking accounts and credit card statements, • Do customer invoicing, • Compute and record numerical data, • Check the accuracy of business transactions, • Perform data entry and administrative duties What you need to Succeed: Required: • B.S. / B.A. in Accounting or related field; related job experience preferred, • Minimum of 3 years’ experience in certified payroll for California affordable housing or public works construction, • In-depth knowledge of California DIR, LCP Tracker, and ADP Payroll, • Familiarity with HUD funding sources, Davis-Bacon wage determinations, and related labor compliance guidelines, • Strong attention to detail and ability to interpret wage determinations and contract documents, • Excellent communication skills and ability to work collaboratively with diverse teams and subcontractors, • Experience with union payroll and/or apprenticeships under state-approved programs, • Understanding of tax credit programs such as LIHTC (Low-Income Housing Tax Credit) and associated compliance implications, • Ability to travel to project sites and across counties as needed., • Frequent desk-based computer tasks, sitting or standing at ergonomic desks., • Occasional standing, walking, lifting/carrying objects up to 15 pounds., • Paid Time Off: 40 hours of sick leave, • 80 Hours of Vacation, • 12 Paid Holidays, • Medical, Dental and Vision, • 401(k) Plan, • Discretionary Bonus This is not necessarily an exhaustive list of all responsibilities, skills, duties, requirements, efforts or working conditions associated with this job. While this job description is intended to be an accurate reflection of the current job management reserves the right to revise the job or to require that other or different tasks are performed when circumstances change. Equal Opportunity Employer: Novin Development is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We encourage applicants from all backgrounds to apply, including those with disabilities, veterans, and individuals from underrepresented communities.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Bachelor level of education or higher. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Bachelors level education or higher Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Bachelor level of education or higher. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Bachelors level education or higher Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Bachelor level of education or higher. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Bachelors level education or higher Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

Job DescriptionBenefits: • Simple IRA, • Bonus based on performance, • Competitive salary, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Paid time off Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Manage customer accounts and update information in the database., • Assist customers with policy changes and inquiries., • Process insurance claims and follow up with customers on claim status., • Coordinate with underwriters to ensure timely policy issuance.QUALIFICATIONS:, • Strong organizational skills and attention to detail., • Excellent customer service and communication skills., • Bilingual Spanish preferred., • Currently licensed applicants preferred.

Job DescriptionBenefits: • Company Lunches, • Team Parties, • Hybrid - Remote Work Schedule, • Free uniforms, • Opportunity for advancement, • Paid time off, • Parental leave ROLE DESCRIPTION: As an account associate for State Farm, Team Warring, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Manage customer accounts and update information in the database., • Assist customers with policy changes and inquiries., • Process insurance claims and follow up with customers on claim status., • Coordinate with underwriters to ensure timely policy issuance.QUALIFICATIONS:, • Strong organizational skills and attention to detail., • Excellent customer service and communication skills., • Previous experience in insurance or a related field preferred. Compensation Structure: • Base pay $48,000 - $68,000 based on experience and skill level, • Uncapped commission structure, earn as much as you work!, • All employees make at least $36,000 and our top earners make $85,000+ annually with commission and bonuses., • Bonuses range from monthly to quarterly based upon results! Flexible work from home options available.

Job Description Senior Accountant Location: Concord, CA (100% On-Site) Industry: Construction Materials Wholesaler / Supplier Salary: $80,000 – $120,000 (DOE) Overview We are seeking a hands-on Senior Accountant to support the day-to-day accounting operations of a busy construction materials wholesaler and supplier. This position will play a key role in financial reporting, reconciliations, and project-based accounting. The ideal candidate is detail-oriented, organized, and experienced in managing accounting functions in a fast-paced, transaction-heavy environment. Key Responsibilities * Manage full-cycle accounting, including A/P, A/R, general ledger, and bank reconciliations. * Prepare monthly financial statements, journal entries, and supporting schedules. * Oversee job costing and project accounting, ensuring accurate allocation of materials and labor. * Support budgeting and cash flow analysis in coordination with management. * Maintain and reconcile balance sheet and P&L accounts. * Assist with month-end and year-end close processes. * Collaborate with operations, sales, and credit departments to ensure accuracy in billing and expense tracking. * Provide financial data and documentation for audits and tax filings. * Identify process improvements to streamline accounting and reporting functions. Qualifications * Bachelor's degree in Accounting, Finance, or related field (CPA or CPA-track preferred). * 5+ years of progressive accounting experience, ideally in construction, distribution, or manufacturing. * Strong understanding of job costing, inventory accounting, and revenue recognition. * Proficiency with accounting/ERP software (Agility and PMSI experience a plus). * Advanced Excel skills and solid analytical abilities. * Excellent communication, organization, and problem-solving skills. * Ability to work independently in a fully on-site environment.

Job DescriptionDescription: Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. JOB SUMMARY: Under direct supervision: Provides quality service to customers. Promotes sales of Bank services and products. Weekly Working Hours: 40 ESSENTIAL FUNCTIONS: Customer Service • Deliver 5 points of service to external customers. (Your Community Banker, Sundown Rule, It’s your time, 24hrs or bust, Statement of fact, Everybody makes a difference), • Adhere to QIS standards., • Promote sales of bank’s services. Meet goal of $110/FTE per month on average., • Cross sell appropriate products and services to clients and prospects., • Meet established standards for accuracy and compliance, while adhering to policies and procedures., • Un-located cash differences, operating losses, and BSA errors (see attached Teller Standards) to be within established limits., • Adhere to Control Consciousness policies and procedures., • Follow branch security procedures in opening, closing, and branch operations., • Under the direction of the CSM, provides support with daily operational tasks. Assigned tasks may include processing Branch Capture, certifications, assisting with cash shipments as well as balancing the ATM and Vault., • Exercise good judgment and common sense in protecting Bank assets while providing excellent customer service., • Responds well to constructive feedback and works to correct any noted concerns, • Complete regulatory tutorials to ensure understanding of compliance standards and expectations., • Answer regulatory questions correctly during Audit/Branch Review. PROMOTIONAL GUIDELINES: Tellers are eligible for promotion based upon the following minimum criteria: • Must be in current position for six months., • Performance and minimum referral criteria must be met at least four times during the previous six-month period (refer to the “Minimum Monthly Referrals” matrix in Chapter 18 of the Operations Manual for current referral criteria., • Must not have been on counseling for same six-month period., • Performance appraisal does not contain a “below expectation” and/or “needs improvement” in any rated category., • CSM may require additional training/classes based upon specific branch need. Work Environment: The work environment described here is representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee generally works in an office environment but may occasionally be required to perform job duties outside of the typical office setting. While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts. The noise level in the work environment is usually moderate. EQUIPMENT USED TO PERFORM FUNCTIONS: 10-key machine, Microsoft based computers, Fax & photocopier, ATM, tube system for drive-up window, Branch Capture equipment. DECISION MAKING: (Give examples of decisions and recommendations made by incumbent) • Accept and process check of a bank customer written to a non-customer when the non-customer produces proper documentation., • Identify best approach to obtain additional data from customer when there appears to be questions about the legitimacy of their requested transaction. SUPERVISORY RESPONSIBILITY: (List number of subordinates) Directly Supervised: -0- Supervised by Subordinates: -0- FINANCIAL IMPACT: Inaccurate transactions will impact branch’s cash balances, decrease teller incentive payouts and may result in customers feeling discontent toward the bank. Requirements: MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS: Good customer relations and basic math skills required. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job the employee may be required to use hands to finger, handle, feel, or manipulate computers, calculators, phones and other office equipment and must be able to clearly communicate and write, hear, and talk with co-workers and customers. The employee is required to walk and stand for long periods of time. The employee is required to occasionally reach, sit, stoop, kneel or crouch. The employee may occasionally lift and/or move up to 25 pounds. Specific visual abilities are required in the job including close vision, distance vision, color vision, peripheral vision, and ability to adjust focus. MENTAL DEMANDS: • Accurately count and dispense funds to customer., • Recognize opportunities to cross-sell products., • Respond positively to challenging customers. Westamerica Bank's Privacy Policy may be found at:

Job DescriptionBenefits: • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development, • Do Work That Matters: People are drawn to this career because it offers meaningful workthe kind that provides fulfillment through service to others. Thats why it resonates so deeply with the values teachers and coaches bring to the table., • Leverage Your Communication Expertise: As a teacher or coach, youve mastered the art of communicationwhether it's explaining complex concepts or motivating individuals. These skills are crucial in financial services, where you could help guide clients through important financial decisions that impact their lives., • Build Lifelong Relationships: In teaching and coaching, you connect with individuals over time, watching them grow and succeed. In financial services, you could continue fostering these long-term relationships, helping clients at each stage of their financial journey, and offering support that lasts a lifetime., • See the Impact of Your Work: Just as youve seen the difference youve made in the classroom or on the field, a career in financial services could allow you to witness firsthand how your advice and guidance can lead to meaningful, lasting changes in your clients lives. Our thriving office is located at: 2121 N. California Blvd Ste. 620 Walnut Creek CA 94596 Meet Our Local Team: Rachel Moniz Managing Director: • Time with NM: 17 years., • Prior Experience: Rachel had a career in financial services at a previous company, managing the Global Privacy Breach Notification Program before transitioning to Northwestern Mutual, where she has been a strong leader and mentor., • Passionate About: Dedicated to womens rights and focused on building an inclusive, purpose-driven culture that helps people thrive both personally and professionally. She values spending time with her two daughters.Austin Nichols Wealth Management Advisor:, • Time with NM: 8 years., • Prior Experience: Former professional basketball player who carried his discipline and competitive spirit into his career in financial planning., • Passionate About: Austin values family above all and enjoys staying connected to sports, both as a participant, fan and coach.Michelle Peterson Financial Advisor:, • Time with NM: 2.5 years., • Prior Experience: First starting as an intern at Northwestern Mutual, then after graduating went into elementary school teaching, then moved into corporate sales, where she developed strong client relationship and communication skills, and then ultimately moved back into the finance space where she is on an ensemble team with her father and brother., • Passionate About: Michelle is active in her church community, loves spending time with her family, and enjoys playing golf in her free time.Alex Icaza Financial Advisor:, • Time with NM: 3 years., • Prior Experience: Started his career at Northwestern Mutual after graduating, however during college was president of nonprofit groups, thus instilling his desire to create impact through service., • Passionate About: Alex is dedicated to financial advising and helping families plan for the future, while also supporting nonprofits and spending meaningful time with his family.Matt Langseth - Financial Advisor:, • Time with NM: 5 years., • Prior Experience: Was a collegiate athlete at Cornell University where he played baseball. Then worked for the Athletic As in sales before transitioning to Northwestern Mutual., • Passionate About: Matt is active in his church, values time with his wife and son, while making sure to hangout with friends on the golf course.About Us: At Walnut Creek - Northwestern Mutual, we are committed to professionalism, planning, prospecting, and purpose. We focus on building meaningful relationships, fostering inclusion, and supporting our advisors through leadership development and education. Beyond financial services, we give back to the community by supporting local organizations and events, helping create lasting impact both in and outside the office. Position Responsibilities for a Financial Planner: • Educate clients on financial planning and insurance options., • Provide excellent customer service and build lasting relationships., • Collaborate with a local, supportive team.Position Requirements:, • Strong communication and interpersonal skills., • Goal-oriented with a desire to succeed. Position Perks: • Significant bonus opportunity commensurate with outcomes, • Dental insurance, • Health insurance, • Life insurance, • Retirement plan, • Vision insurance, • Ongoing professional development, • Local culture of support and positive recognition Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Rachel Moniz is a Managing Director for NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Bookkeeper (Remote Position – Entry-Level or Experienced). High level of professionalism and confidentiality.

Accounts Payable Specialist - Remote.At Windsor Management, we're constantly expanding and seeking talented individuals to join our growing team.This position is open year-round to support our continued growth and ensure we attract top talent whenever you're ready to make your next career move.The c

Collections & Cash Application.

The person in this position acts as the primary point of contact to our valued clients for invoicing, collections, payment processing, documenting, and responding to all incoming and internal accounts receivable requests.

Ability to use a computer and CDK and other automotive systems. Simply put, you'll experience the best that a career in the automotive industry has to offer. Personal Automotive Concierge Service.

Job Description Searching for Real Estate Agents in Concord, California – New or Experienced! We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family in Concord, California. Applicants without a real estate license are invited to apply. You need a license to become a real estate agent before being considered for the position. If you are unlicensed or in the process, once your application is received, you will be contacted by our partnered real estate school* with information on how to obtain your real estate license. About Coldwell Banker: Founded in 1906, Coldwell Banker is recognized nationally and internationally for the quality and innovation with which it approaches the real estate needs of clients across 3,000 offices in 49 countries and territories. Learn more about our history here: What to Expect as a Coldwell Banker Agent: As a member of the team, we will provide you with a comprehensive training program and an impressive range of technology tools designed to get you up and running quickly. You will receive the best marketing platform the industry has to offer for promoting your client’s listings. Our mentors will provide hands-on training pertaining to business strategies and provide support through your initial transactions. Working as a real estate agent is not just a career, it is a lifestyle choice. You can become your own boss, earn an income without limitation and enjoy the flexibility of your own schedule. Responsibilities • Represent home sellers and home buyers in real estate transactions, • Coordinate with third party entities, • Communicate with leads through in-person meetings, phone calls, digital media, open houses and more, • Foster client relationships, • Negotiate purchase agreements, manage client issues, • Active real estate license, • Motivation and willingness to learn and excel in their field, • Strong communication skills, • Thrives in a professional atmosphere, • Entrepreneurial mindset with an appetite for learning new skills, • Optimistic, hardworking, detail-oriented Real estate agents are independent contractors, not provided a salary or hourly wage. This means your income potential has no limit. Full-time real estate agents at Coldwell Banker can make $100,000+ in their first 1-2 years. Whether you are a licensed agent or you are seeking to earn your real estate license, your application is welcome! Apply today! Powered by JazzHR ioJKLebNof

Job Description Credit & Collections Specialist (Temp-to-Hire) Location: Concord, CA (100% On-Site) Industry: Construction Materials Wholesaler / Supplier Type: Temp-to-Hire Overview We are seeking an experienced Credit & Collections Specialist to join our team in Concord, CA. This position is responsible for managing customer credit accounts, overseeing collections activities, and ensuring compliance with lien and credit laws related to the construction supply industry. The ideal candidate will have strong communication skills, attention to detail, and a proactive approach to resolving payment issues while maintaining positive customer relationships. Key Responsibilities * Review and establish customer credit limits and terms based on credit applications and financial data. * Manage and monitor accounts receivable aging; follow up on past-due accounts. * Prepare and send preliminary lien notices, releases, and related documents in compliance with California pre-lien laws. * Communicate with customers, project managers, and sales staff to resolve billing or payment discrepancies. * Record and apply customer payments accurately in the accounting system. * Maintain organized documentation of credit files, payment history, and collection activity. * Assist in month-end AR reporting and support the accounting department as needed. * Coordinate with management on delinquent accounts, payment plans, and potential write-offs. Qualifications * 3+ years of experience in credit and collections, preferably within construction, distribution, or building materials industries. * Working knowledge of California pre-lien and lien release processes. * Strong proficiency in Microsoft Excel and accounting/ERP software (experience with Agility or PMSI a plus). * Excellent communication and negotiation skills. * Highly organized, detail-oriented, and able to manage multiple priorities. salary: $70,000-$90,000/year

Job Description Searching for Real Estate Agents in Concord, California – New or Experienced! We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family in Concord, California. Applicants without a real estate license are invited to apply. You need a license to become a real estate agent before being considered for the position. If you are unlicensed or in the process, once your application is received, you will be contacted by our partnered real estate school* with information on how to obtain your real estate license. About Coldwell Banker: Founded in 1906, Coldwell Banker is recognized nationally and internationally for the quality and innovation with which it approaches the real estate needs of clients across 3,000 offices in 49 countries and territories. Learn more about our history here: What to Expect as a Coldwell Banker Agent: As a member of the team, we will provide you with a comprehensive training program and an impressive range of technology tools designed to get you up and running quickly. You will receive the best marketing platform the industry has to offer for promoting your client’s listings. Our mentors will provide hands-on training pertaining to business strategies and provide support through your initial transactions. Working as a real estate agent is not just a career, it is a lifestyle choice. You can become your own boss, earn an income without limitation and enjoy the flexibility of your own schedule. Responsibilities • Represent home sellers and home buyers in real estate transactions, • Coordinate with third party entities, • Communicate with leads through in-person meetings, phone calls, digital media, open houses and more, • Foster client relationships, • Negotiate purchase agreements, manage client issues, • Active real estate license, • Motivation and willingness to learn and excel in their field, • Strong communication skills, • Thrives in a professional atmosphere, • Entrepreneurial mindset with an appetite for learning new skills, • Optimistic, hardworking, detail-oriented Real estate agents are independent contractors, not provided a salary or hourly wage. This means your income potential has no limit. Full-time real estate agents at Coldwell Banker can make $100,000+ in their first 1-2 years. Whether you are a licensed agent or you are seeking to earn your real estate license, your application is welcome! Apply today! Powered by JazzHR d0482FCawy

Job Description About the Role: The Accounts Payable Specialist, Accounts Payable Clerk, or Accounting Specialist is responsible for supporting day to day accounting operations with a primary focus on accounts payable and vendor management. This role ensures accurate financial records, timely processing of invoices and payments, and strong internal controls. Working closely with senior finance leadership, the position supports bookkeeping, general ledger accuracy, and financial compliance within a growing construction and manufacturing environment. Responsibilities: * Process accounts payable activities including invoice verification, coding, approvals, and payment execution. * Record daily financial transactions accurately and post entries to the general ledger and subsidiary ledgers. * Create, issue, and track purchase orders to support accurate procurement and vendor documentation. * Support accounts receivable functions as needed, including payment posting and customer follow up. * Maintain organized financial records, statements, and supporting documentation. * Reconcile vendor statements and resolve invoice discrepancies or payment issues. * Assist with bringing financial records to the trial balance stage and support month end close activities. * Perform partial audits and checks to ensure accuracy of postings and reconciliations. * Assist with preparation and filing of required tax forms and regulatory documentation. * Support payroll processing and coordination when required. * Communicate professionally with vendors and internal teams to maintain positive working relationships. Qualifications: * Two or more years of experience in bookkeeping, accounts payable, or accounting support roles. * Strong understanding of accounts payable, accounts receivable, and basic accounting principles. * Proven ability to calculate, post, reconcile, and review financial transactions with accuracy. * Proficiency in Microsoft Office, especially Excel, and familiarity with accounting software such as QuickBooks, Sage, or similar platforms. * Excellent data entry skills with a high degree of numerical accuracy and attention to detail. * Strong organizational, time management, and communication skills. * Ability to work on site in a professional office environment. Desired Qualifications: * Experience supporting finance teams in construction, manufacturing, or project based environments. * Background assisting with audits, compliance reporting, or internal controls. * Experience creating and managing purchase orders and vendor contracts. * Ability to support multiple accounting functions in a fast paced, growing organization.

Job Description Overview Amerit Fleet Solutions, one of the leading fleet maintenance companies in the U.S., is seeking an experienced, inspired and mission-driven Temporary Payroll Tax Specialist to join our growing team! This role is based out of the Walnut Creek, CA office. This is a hybrid, 3 days in office, 2 days remote Temporary, full-time position. Compensation: Competitive Pay - Paid weekly, every Friday! $33.00 - $38.00 an hour. The benefits of belonging – what’s in it for you? • Full benefits within 30 days, • Medical, dental, vision, prescription drug coverage, life insurance, disability insurance, • 401(k) match program, • Unlimited vacation, holidays, and sick time, • Commitment to your safety through boot and prescription safety glasses reimbursement, • Career and learning development with an extensive training program through our Amerit University, • Employee referral program, up to $500 bonus, • ASE certification program with fee reimbursement and bonus, • Employee recognition platform that includes opportunities to redeem points for merchandise, • Employee Assistance Program (EAP), • 24/7 nurse triage line, • Employee discounts on cell phone service and entertainment tickets, • Employee resource groups (ERGs) that foster inclusion Responsibilities • Completing tax ticket assignment within tracking tool, updates and resolves tickets, • Working with ADP to resolve tax notices, • Supporting payroll tax operations according to company policies and procedures, • Partners with Sr. Payroll Tax Specialist to resolve escalated tickets, • Mail duties, • Other duties as assigned Qualifications • Understand the general principles and practices related to federal and state tax forms, • Understand and apply pertinent wage and labor laws where applicable, • Have the ability to partner with other departments to resolve outstanding issues, • Process, audit, analyze, and review tax records on a weekly basis, • Customer success, • Data entry skills, • Effective Communication Skills, • 5+ years of payroll tax processing, • PeopleSoft /Enterprise Resource Planning (ERP) System experience, • ADP Smart compliance/ADP Run program experience, • Office procedures, methods, and equipment including computers and applicable software applications such as word processing, spreadsheets, databases, and other specialized applications related to the area of assignment, • Detailed orientated and self-motivated, • Advanced EXCEL skills, • Analytical skills

Job Description This is a position on our West Coast team for someone in California. This position could be either remote or hybrid depending on proximity to the office. We may consider someone for a Senior Underwriter role with the right experience. #LI-Hybrid At CapSpecialty, we are a specialty underwriting company being driven by well-informed, entrepreneurial and proactive employees. Come join our exciting company where you can really make an impact, and each individual's unique skills and talents are recognized and valued. You will find an accessible leadership team that welcomes opinions and ideas. We owe much of our success to our collaborative environment and set of three guiding principles rooted in customer-centricity, employee excellence and corporate culture. We offer competitive compensation and benefits packages – including an innovative open vacation plan, generous paid sick and parental leave, fully vested matching 401k, company-paid group term life insurance and short- & long-term disability plans, professional and educational growth opportunities, flexible and casual work environment, and recognition for exceptional performance. Please see our full list of Total Rewards here. CapSpecialty is seeking an Underwriter for our West Coast Surety Team who will generate profitable commercial Surety & Fidelity business by managing the book of business through underwriting assigned territory, building working relationships with agents and co-workers, and participating in account underwriting and manager’s meetings. Duties/Responsibilities: • Independently produce more complex accounts/programs from startups to Fortune 500 account types. Analyze all facets of a financial statement and forecast the future impact the financial results will have on any account within its industry., • Independently compile all underwriting information to assess overall risk, making a sound credit decision w/appropriate pricing, collateral, or other security. Approve and maintain good accounts for profitability by underwriting new submissions, renewals, and credit drawers., • Research and generate new business leads & independently develop business relationships, cultivating them through strong customer service. Articulate CapSpecialty’s risk appetite & business philosophies to assigned agents/brokers., • Demonstrate leadership skills in everyday business environment by training and mentoring underwriting team in underwriting concepts & corporate philosophies. Exhibit understanding of the “big picture” and overall goals of our organization. Review and respond to recommendations of Underwriters, working with them to help them learn more in depth principles of underwriting to advance in their respective careers., • Determine what underwriting guideline changes are needed by investigating and reporting on bond claims and losses., • Participate in the account underwriting meetings to assist in the approval of large risks and the establishment of departmental policies and procedures., • Participate in off-site training seminars to develop leadership skills. None. Core Competencies: • Bond analysis skills, including an understanding of procedures and rates, as well as knowledge of specified territory including agency plant, accounts, and competition and general business climate. Working knowledge of Capitol’s reinsurance treaty (ies) and limitations., • Ability to utilize MS Office software and communicate effectively, both verbally and in writing., • Ability to effectively collaborate in a team environment, while working independently., • Fundamental ability to analyze all facets of a financial statement and tie together all statements including the statement notes., • Fundamental knowledge on how to apply both vertical and horizontal financial trending (i.e. liquidity, profitability, and debt coverage ratios, etc.) to forecast the future impact the financial results will have on any account within its industry., • Ability to analyze and demonstrate thorough understanding of credit as it relates to the risk., • Understanding of contracts and statutes., • Bachelor’s Degree, or equivalent., • 1+ years of direct underwriting experience., • Prolonged periods of sitting at a desk and working on a computer., • May be required to lift up to 15 lbs. at times. Powered by ExactHire:188525

Job Description Kyo is a leading provider of therapy for individuals with autism. Our core service is Applied Behavior Analysis (ABA) therapy, a clinically proven form of therapy for autism. We serve thousands of families across eleven states and are growing rapidly to meet the need for services. Each day, our team seeks to make every moment count for our clients and for each other. Kyo's innovative and effective Administrative team works together to ensure the best possible experience for Kyo's current and future clients and teammates. We are seeking a part time (25 hrs/week) or full-time (40 hrs/week) Billing and Insurance AR Specialist to join our Revenue team. Please note, this position is in office Monday-Friday. Pay range: $20-$22 DOE RESPONSIBILITIES MAY INCLUDE, BUT ARE NOT LIMITED TO: • Complete commercial and medical billing in an accurate and timely manner, • Contact insurance companies regarding denied claims, • Send appeals to insurance companies with appropriate documentation, • Contact insurance companies and patients with questions related to billing, contracting and credentialing, • Associate's degree required; Bachelor's degree preferred or equivalent combination of education and experience, • 2+ years of experience in medical billing, credentialing or related field, • Understanding of finance fundamentals, • Demonstrated proficiency with productivity software (Microsoft Office or GSuite), • Ability to work independently and as part of a team, • Experience with HIPAA and compliance-sensitive environments, • Ability to sit and use a computer for extended periods, • Manual dexterity for computer use and documentation, • Ability to see and read documents in English, including handbooks, training materials, and procedure guidesWhy Join Kyo?, • Competitive compensation and opportunities for professional growth, • Paid vacation and holidays, • 401(k) retirement plan, • Comprehensive medical, dental, vision, and life insurance, • Cell phone stipend, • Employee Assistance Program (EAP), • Supportive, collaborative team culture, • A mission-driven organization dedicated to improving lives To learn more about Kyo and the amazing work we do, please visit our website:

Job DescriptionAt Amwins, we succeed together — and have a good time doing it.We know people don't leave companies. They leave cultures — which is why we work so hard on ours. At Amwins, we thrive on collaboration, not cutthroat competition. Our teams work together to help each other succeed, and we do right by our clients so they can do right by theirs.First and foremost, we invest in our employees. That investment shows in everything we do; education and development programs, comprehensive and competitive benefits, and an organizational structure that's 43% owned by employee shareholders. Our commitment to diversity, equity and inclusion helps cultivate an open, welcoming workplace that reflects the communities we serve. You will have the opportunity volunteer within Amwins through a wide range of committees and in your community through the Amwins Foundation and Summer of Service.Working at Amwins means you love what you do, how you do it and, ultimately, who you do it with. Whether it's today or 150 years from now, we continue to invest in our culture and your development so opportunities for growth and career advancement are never in short supply.At Amwins, we win together — and have a good time doing it.Learn more about us at amwins.com.We see you in Amwins blue!Launch Your Sales & Underwriting Career with AmwinsAt Amwins, we're not just developing underwriters — we're building elite sales professionals.Our Underwriter Development Program (UDP) at Amwins Access is a 2.5-year intensive training track designed to fast-track your career as a Production Underwriter — a role that combines strategic sales with technical underwriting. Participants will build strong sales acumen, master underwriting processes, and learn to grow a profitable book of business through relationship-driven selling.If you're entrepreneurial, thrive in a competitive environment, and want a career where your effort drives your income, this is your runway.This position is part of our Underwriter Development Program, scheduled to begin in June 2026. The earliest possible start date is January 2026.Key Responsibilities: • Build and manage your own book of business., • Drive new revenue through relationship-based sales with retail agents., • Get real-world training in sales strategy, negotiation, and market development., • Analyze risk and underwrite accounts across Commercial Lines, • Leverage exclusive carrier relationships and state-of-the-art technology, • Travel to industry events, build your network, and learn from the best in the business., • Mentor new hires after completing the programWhat You'll Gain:, • Immersive sales and underwriting training, • Mentorship and career coaching from industry leaders, • Access to exclusive markets and cutting-edge underwriting tools, • Real-world exposure through client and carrier interactionWhat We're Looking For:, • Recent grads (Bachelor's preferred) with fewer than 3 years of work experience., • Competitive, goal-oriented individuals with an interest in sales., • Strong communicators who love solving problems and building relationships.What You'll Get:, • Base salary + performance-based pay — your success is your earning power., • Full benefits on day one., • Career advancement opportunities in a $30B+ industry.

Job Description Location: 370 N Wiget Lane, Suite 210, Walnut Creek, CA Duration: Permanent, (90 day probationary period) Schedule: Full-time, Monday–Friday, 7:00am–5pm (in-office, you can opt for a 30 minute or an hour meal break). Hybrid schedule is offered after 6 months of employment. Pay Rate: $23-$25/hour About Us We’re a fast-paced, patient-focused allergy and asthma practice committed to delivering exceptional care and support. We are a physician group consisting of 14 physicians and 5 physician assistants working out of 6 offices located throughout the east bay. The billing department is located centrally in our Walnut Creek office. As part of our revenue cycle team, we’re seeking a detail-oriented and proactive Medical Biller to help us with claim submissions, updating EXCEL spreadsheets, and document scanning with some scheduling duties. ???? What You’ll Do As our Medical Billing Specialist, you’ll be responsible for: • Prepare and submit billing data and medical claims to insurance companies, ensuring accuracy and compliance with regulations., • Maintaining an EXCEL spreadsheet of our current patients on specialty medications(biologics). This includes checking for previous and future appointments, checking for authorization status, and verifying continuing treatment status., • Maintaining compliance with HIPAA and payer-specific guidelines ✅ What We’re Looking For • Eager to learn about billing allergy and asthma related claims and claims follow-up, • Familiarity with commercial and government payers (Medicare, Medicaid, etc.), • Experience with billing software (EPIC preferred, but willing to train), • Ability to work independently and meet deadlines, • Strong knowledge of CPT, ICD-10, and HCPCS coding, • Proficient in MS EXCEL spreadsheets ???? Bonus Points • Certification in medical billing or coding (e.g., CPC, CPB), • Prior experience in outpatient billing, specialty medication billing, and billing for allergy and asthma. Full-time, Monday–Friday, 7:00am–5pm (in-office, you can opt for a 30 minute or an hour meal break).

Drive continuous improvement of payroll processes and controls (calendars, checklists, exception dashboards). Strong command of deductions, fringes, multi-locality/multi-state payroll, and agency portals (EDD/IRS). Payroll Specialist — Onsite, Walnut Creek.

Accounts Receivable / Remote] - Anywhere in U.Competitive pay / Medical, dental & vision / 401k match / PTO - As an Accounting Specialist, you will: Be responisible for accounts receivable cash receipts applications and reporting; Assist in vendor set up and maintenance; Assist in fiscal period clos

Accountemps - JobID: 00470-9504219939-usen [ Accountemps' industry expertise will help you find positions well-matched to your unique skill set and requirements.Above all, we want to help you find a job that makes you happy and allows you to thrive while ensuring you top pay, great benefits and free

Accounting & Finance Support / Remote] - Anywhere in U. Competitive pay - As a Finance & Accounting Associate at Meridian, you will: Execute and support monthly and quarterly close processes; Assist with treasury management and bank transfers; Prepare journal entries, account reconciliations, and va

Accounting & Finance Support / Remote] - Anywhere in U.Up to $25 per hour + bonuses / Medical, dental & vision / 401k / PTO - As an Accounts Payable Clerk at Accurate Background, you will: Handle vendor correspondence via e-mail or phone; Respond promptly and professionally to internal and external

Accounting & Finance Support / Remote] - Anywhere in U.Up to $21 per hour - As an Accounts Payable Clerk at ACAMS, you will: Manage and process all incoming invoices in a timely and accurate manner; Communicate with vendors to resolve any discrepancies or issues with invoices; Reconcile accounts pay

Medical, dental & vision / 401k match / PTO - As a Billing Coordinator at AVI-SPL, you will: Collaborate with project accountants to receive and manage financial workflow tasks; Identify, validate, and submit accurate billing requests in accordance with contract terms; Collect and verify all necessa

Accounting Assistant / Remote] - Anywhere in U.Medical, dental & vision / 401k match / PTO - As an Accounts Payable Associate at One Call, you will: Process and review invoices accurately and in a timely manner; Maintain accurate records of payments and transactions; Communicate with vendors to reso

Competitive pay / Health insurance / PTO - As an Accounting Clerk at Builders Capital, you will: Perform data entry duties to update and maintain accurate financial records; Reconcile bank accounts, credit card statements, and general ledger accounts to ensure accuracy; Identify and resolve discrepa

Competitive pay / Benefits - As an Accounts Receivable Specialist at Ensemble Health Partners, you will: Examine denied and other non-paid claims to determine the reason for discrepancies; Communicate directly with payers to follow up on outstanding claims, file technical and clinical appeals, resol

Collections / Billing / Remote] - Anywhere in U.Competitive pay - As an Accounts Receivable Specialist at Ovation Healthcare, you will: Manage and reconcile customer accounts to ensure timely and accurate payments; Provide exceptional customer service by responding to inquiries and resolving billing

Accounting & Finance Support / Remote] - Anywhere in U.Competitive salary & benefits - As an Accounts Payable Specialist at Harbor Health, you will: Process and review all invoices for payment on a timely basis; Resolve any discrepancies or issues with vendors regarding payments; Maintain accurate r

The Payroll Systems Manager will lead and direct a team of Payroll System Analysts and Payroll Coordinators. The Payroll Systems Manager is responsible for providing leadership, planning, project management, the design, development, and oversight of Payroll Technology initiatives in support of depar

Retail Banking Sales & Service. Working knowledge of retail investments and lending products.

Strong knowledge of accounting principles, practices, and procedures. Proficiency in accounting software. Knowledge of accrual accounting principles and practices.

Bachelor's degree in accounting.

Part-time Research Study Personnel (Pay up to $790/wk.Due to demand, we are now accepting applications for personnel to participate in our local in-person and nationwide remote research studies.This gig is perfect for those looking for temporary, remote, part-time work.The hours are flexible and no

Part-time Research Study Personnel (Pay up to $790/wk.Due to demand, we are now accepting applications for personnel to participate in our local in-person and nationwide remote research studies.This gig is perfect for those looking for temporary, remote, part-time work.The hours are flexible and no

Part-time Research Study Personnel (Pay up to $790/wk.Due to demand, we are now accepting applications for personnel to participate in our local in-person and nationwide remote research studies.This gig is perfect for those looking for temporary, remote, part-time work.The hours are flexible and no

Part-time Research Study Personnel (Pay up to $790/wk.Due to demand, we are now accepting applications for personnel to participate in our local in-person and nationwide remote research studies.This gig is perfect for those looking for temporary, remote, part-time work.The hours are flexible and no

Part-time Research Study Personnel (Pay up to $790/wk.Due to demand, we are now accepting applications for personnel to participate in our local in-person and nationwide remote research studies.This gig is perfect for those looking for temporary, remote, part-time work.The hours are flexible and no

The Accounts Payable Specialist, Accounts Payable Clerk, or Accounting Specialist is responsible for supporting day to day accounting operations with a primary focus on accounts payable and vendor management. Strong understanding of accounts payable, accounts receivable, and basic accounting princip

Job Description Job Listing Title: Employer Accounting Analyst - UFCW & Employers Trust, Benefits Administration, CONCORD CA Job Listing: Established in 1957, UFCW and Employers Trust, LLC, also known as the Trust Fund Office, is one of the top 500 largest retirement funds (managing over $4.1 billion in assets) in the USA. We administer health plans and pension benefits for over 235,000 participants at 155 employers throughout Northern California and Hawaii. We serve the grocery food market and retail pharmacy industry consisting of essential workers from employers like Safeway, Save Mart, and Raley’s. The Trust Fund Office administers several multiemployer plans; an employee benefit plan maintained under multiple collective bargaining agreements. Our “Taft Hartley” plans are governed by strong Boards of Directors consisting of Union and Employer industry leaders (as Trustees) with a fiduciary focus and care for our Membership and their families. Our mission is to provide exceptional benefit administration to those we serve: our Members, Dependents, Local Unions, Employers, and Service Providers. WHAT WE ARE LOOKING FOR IN AN IDEAL CANDIDATE: • Strong analytical skills, • Willingness to learn, • Having the ability to prioritize tasks, • Embraces teamwork WE OFFER • $32.66 with scheduled yearly increases, • Full benefits package (medical: Kaiser or Blue Shield, dental, vision, life insurance, death benefit, employee member assistance program) with no premiums for employees and low premiums for dependents, • Defined Benefit Pension Plan, • 401(k) match and individual consulting with pension consultant, • Generous Paid Time Off (starting at 2.6 weeks up to 5.6 weeks) and Sick Time, • Generous holidays (11.5 paid days per year), • On-site free gym in Concord, • Complimentary coffee service everyday OUR CULTURE • Our mission to provide exceptional benefit administration for essential workers is what drives us. What we do matters and touches the lives of over 235,000 participants who work for 155 entities., • We have been in business since 1957 and are expanding. Come grow with us!, • Average employee tenure of 10 years, • Culture of recognition, • Variety of paths for career advancement, • Exciting events, • An amazing team of professionals to collaborate with and learn from! JOB SUMMARY Interfaces with participating employers in order to process contributions for health and welfare and pension benefits for covered employees. Responsible for accurately processing contribution data through an understanding of collective bargaining agreements, utilizing Microsoft Excel spreadsheets, creation of text files and the import of work hours into a mainframe environment. Completes necessary research in order to verify receipt of corresponding dollars for reported hours, invoicing accurate credits or shortfalls. Responsible for the preparation and billing of compliance audits and employer account reconciliations, and to pursue all outstanding receivables, including the preparation of and participation in formal proceedings. Responsible for preparation and exchange of correspondence between the employers and the Board of Trustees regarding employer requests, contribution rates and policy decisions. Works as part of a team to address functionality, systemic or processing issues, to collaborate in the enhancement of procedures and strategies designed to achieve shared department and company goals. Records and follows up on issues and projects, ensuring obligations and agreements are met, taking responsibility for these from inception to completion based on existing procedures within allowable timeframes. Professionally interacts in a team environment with employer representatives, UFCW Trust team members, and internal and external business associates. Required to work in a fast-paced environment, balancing multiple priorities, with an attention to detail, providing excellent follow-up and communication. ESSENTIAL DUTIES AND RESPONSIBILITIES • Performs various duties and responsibilities of Employer Accounting Assistant as needed., • Processes monthly contributions for participating employers using Microsoft Excel. Creates test files used to upload data to the Company mainframe. Processes and reviews manual calculations and ensures accuracy of system generated calculations., • Downloads daily lockbox detail. Applies payments to specific accounts and allocates receipts to appropriate Funds. Reconciles and invoices for differences, preparing billing documents and discrepancy letters., • Balances monthly receipts to bank statements and prepares totals for monthly general ledger update., • Performs file transfer, receipt, and collection of dependent premiums., • Researches, prepares, bills, and documents status of compliance audits, account reconciliations and withdrawal liability., • Researches and bills receivable balances including liquidated damages providing supporting documentation identifying amounts due., • Coordinates arbitrations and collection action for unpaid contributions, in conjunction with counsel and management., • Performs all rate maintenance including preparation of input sheets and updates to agreement codes, participation, rate lines and rate tables., • Analyzes inquiries received from other departments or business associates regarding contribution data in order to prepare and load adjustments for monthly hours., • Maintains all facets of the employer account relationship including the set up and termination of accounts, updates to contact information, ensuring approved communications are distributed and explained, and assisting employers with their requests., • Responds professionally and articulately to telephonic and email inquiries with an appropriate sense of urgency with the ability to diffuse emotionally charged conversations and provide detailed descriptions of complex procedures and concepts in writing and verbally., • Reviews collective bargaining agreements and trust agreements in order to correspond and communicate with employers, external auditors and union locals regarding contribution reporting requirements., • Prepares submissions to the Board of Trustees, including payment plans and settlement proposals with the calculation of payment plan interest., • Prepares daily, weekly and monthly statistical reports, and prepares and formats information for ad hoc data requests., • Creates and updates department processes for each new and assigned task; develops and tests new procedures., • Assists in regular cross-training and proofreading activities., • Assists with general office duties and ensures the workspace and office is kept clean., • Completes special projects as assigned. MINIMUM JOB REQUIREMENTS • 5 years of work experience in Accounting or at a Trust Fund, or a Bachelors degree in Accounting or a related field. A combination of appropriate education and experience may be substituted for the minimum education and experience requirements. PREFERRED QUALIFICATIONS • Bilingual experience a plus., • Education or Work Experience in Accounts Receivable desired. KNOWLEDGE, SKILLS AND ABILITIES REQUIREMENTS • Ability to take instruction and follow directions accurately., • Ability to analyze information., • Ability to manage multiple priorities and adapt to changing priorities., • Ability to work effectively in a team environment., • Interpersonal skills necessary to develop and maintain effective and appropriate working relationships with co-workers and employees throughout the office., • Ability to demonstrate strong follow-through and an appropriate sense of urgency., • Proficiency in the use of (or ability to learn) personal computer software or systems applicable to the essential functions of the job, which may include any or all of the following: email/calendar software, internet/intranet browsers, word processing, spreadsheets, database software, mail processing equipment, microfilm reader, copier, fax, scanner, various systems or software used by office (such as vendor claims system), etc., • Ability to create and utilize basic formulas and functions and to manipulate large data sets in Excel., • Proficiency in English grammar, spelling, punctuation, and simple mathematical functions such as addition, subtraction, multiplication, division, percentages, ratios, etc., • Strong analytical skills., • Strong organizational skills., • Detail orientation and a high level of accuracy. PHYSICAL DEMANDS AND WORK ENVIRONMENT The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work is performed in a standard office environment with possible minor inconveniences due to occasional noise, crowded working conditions, and/or minor heating, cooling, or ventilation irregularities to the ambient temperature. While performing the duties of this job, the employee is required to: • Sit (regularly), • Stand or walk (occasionally), • Talk or hear (regularly), • Use hands to finger, handle, or feel (regularly) This position is subject to a pre-employment negative drug screen and satisfactory completion of a background check and reference checks. Compensation: $32.66/hour. #ZR

Job DescriptionBenefits: • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Our thriving office is located at: 2121 N. California Blvd Ste. 620 Walnut Creek CA 94596 A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Our Local Team: Rachel Moniz Managing Director: • Time with NM: 17 years., • Prior Experience: Rachel had a career in financial services at previous company, managing the Global Privacy Breach Notification Program before transitioning to Northwestern Mutual, where she has been a strong leader and mentor., • Passionate About: Dedicated to womens rights and focused on building an inclusive, purpose-driven culture that helps people thrive both personally and professionally. She values spending time with her two daughters.Austin Nichols Wealth Management Advisor:, • Time with NM: 8 years., • Prior Experience: Former professional basketball player who carried his discipline and competitive spirit into his career in financial planning., • Passionate About: Austin values family above all and enjoys staying connected to sports, both as a participant, fan and coach.Michelle Peterson Financial Advisor:, • Time with NM: 2.5 years., • Prior Experience: First starting as an intern at Northwestern Mutual, then after graduating went into elementary school teaching, then moved into corporate sales, where she developed strong client relationship and communication skills, and then ultimately moved back into the finance space where she is on an ensemble team with her father and brother., • Passionate About: Michelle is active in her church community, loves spending time with her family, and enjoys playing golf in her free time.Alex Icaza Financial Advisor:, • Time with NM: 3 years., • Prior Experience: Started his career at Northwestern Mutual after graduating, however during college was president of nonprofit groups, thus instilling his desire to create impact through service., • Passionate About: Alex is dedicated to financial advising and helping families plan for the future, while also supporting nonprofits and spending meaningful time with his family.Matt Langseth - Financial Advisor:, • Time with NM: 5 years., • Prior Experience: Was a collegiate athlete at Cornell University where he played baseball. Then worked for the Athletic As in sales before transitioning to Northwestern Mutual., • Passionate About: Matt is active in his church, values time with his wife and son, while making sure to hangout with friends on the golf course.About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Qualifications:, • Education: A bachelor's degree is preferred., • Experience: Previous experience in financial services, insurance, or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).Benefits:, • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., • Income Potential: Competitive compensation structure including performance incentives, with no ceiling., • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals., • Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future., • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Rachel Moniz is a Managing Director for NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

The Controller works closely with the Chief Finance Officer directing multiple teams, performing audits, gathering data from various departments, working with outside agencies, analyzing and directing team on new regulations, and collections. As the right arm of the Chief Finance Officer, the Contro